# Crown Castle INC. 401(k) Plan
Source: https://planprovider.pro/companies/crown-castle-inc-401k-plan

> Crown Castle INC.'s 401(k) plan: 3,947 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Crown Castle INC.

- **Sponsor EIN:** 760470458

- **Sponsor Address:** 8020 KATY FREEWAY, HOUSTON, TX, 77024

- **Plan Type:** 401(k)

- **Total Participants:** 3,947

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,947|$1.1B|$51.6M|$52.0M|

| 2023|4,745|$1.1B|$62.5M|$60.4M|

| 2022|5,302|$918.8M|$62.6M|$56.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$157,094|—|$157,094|

| FISHER INVESTMENTS|NONE|$27,708|—|$27,708|

| ABOUND WEALTH MANAGEMENT LLC|NONE|$11,814|—|$11,814|

| MORNINGSTAR INVESTMENT SERVICE|NONE|$10,824|—|$10,824|

| DINUZZO PRIVATE WEALTH INC|NONE|$9,702|—|$9,702|

| SEVEN HILLS FINANCIAL LLC|NONE|$8,876|—|$8,876|

| ROCKWOOD WEALTH MANAGEMENT LLC|NONE|$6,280|—|$6,280|

| STEELPEAK WEALTH LLC|NONE|$6,142|—|$6,142|

| OPTIMA CAPITAL MANAGEMENT LLC|NONE|$5,935|—|$5,935|

| CHARLES SCHWAB & CO., INC.|NONE|$5,283|—|$5,283|

| BDO USA, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [ABOUND WEALTH MANAGEMENT LLC](https://planprovider.pro/provider/abound-wealth-management-llc) — NONE

- [STEELPEAK WEALTH LLC](https://planprovider.pro/provider/newedge-advisors) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BDO USA, P.A.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $249,658

- **Estimated Expense Ratio:** 0.022% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$268,458|$219,601|—|—|—|

| 2023|$243,625|$181,587|—|—|—|

| 2022|$208,178|$99,204|—|—|—|

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